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Journey Retirement Planning & Investment Management’s WEC Energy WEC Stock Holding History

Journey Retirement Planning & Investment Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679K Sell
5,817
-496
-8% -$56.6K 0.53% 58
2026
Q1 		$731K Sell
6,313
-14,159
-69% -$1.59M 0.64% 42
2025
Q4 		$2.16M Buy
+20,472
New +$2.27M 0.44% 55

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WEC Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its WEC Energy (WEC) stake by 7.9% in Q2 2026, selling an estimated $56.6K and leaving 5,817 shares worth $679K. The position accounts for 0.53% of the portfolio, ranked #58.

Journey Retirement Planning & Investment Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16M in Q4 2025. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,817 shares of WEC Energy worth $679K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 496 WEC Energy shares in Q2 2026, an estimated $56.6K.
  • WEC Energy made up 0.53% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #58 holding.
  • Journey Retirement Planning & Investment Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's WEC Energy position peaked at $2.16M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.